Rise Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Rise Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8	Closed	-$966	–	1459
2025 Q3	$966	Sell	8 -10	-56%	-$1.14K	﹤0.01%	1288
2025 Q2	$1.96K	Buy	18 +10	+125%	+$1.02K	﹤0.01%	1199
2025 Q1	$793	Hold	8	–	–	﹤0.01%	1324
2024 Q4	$899	Buy	+8	New	+$856	﹤0.01%	1087
2023 Q1	–	Sell	-1,878	Closed	-$121K	–	827
2022 Q4	$121K	Buy	1,878 +4	+0.2%	+$279	0.1%	86
2022 Q3	$133K	Hold	1,874	–	–	0.11%	78
2022 Q2	$129K	Buy	1,874 +4	+0.2%	+$315	0.13%	78
2022 Q1	$173K	Buy	1,870 +124	+7%	+$11.4K	0.16%	70
2021 Q4	$179K	Buy	+1,746	New	+$174K	0.17%	70

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors's XLY Position: Q4 2025 in Review

Rise Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 8 shares — an estimated $966 sold.

Rise Advisors first reported a position in XLY in Q4 2021 and held it in 9 quarters. The position peaked at $179K in Q4 2021. 1,361 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Rise Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 8 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $966.
Rise Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Rise Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $179K in Q4 2021.
1,361 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.